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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
1326
Kelly Lawrence W & Associates
California
$315K -$10.2M -49,439 -97%
SOAMC
1327
Spirit of America Management Corp
New York
$315K – – –
SVWAG
1328
Sound View Wealth Advisors Group
Georgia
$315K +$26.9K +130 +8%
EFG
1329
Everhart Financial Group
Ohio
$315K -$58.6K -283 -14%
CCA
1330
Corps Capital Advisors
Texas
$315K +$355K +1,715 New
JWM
1331
Jeppson Wealth Management
California
$314K – – –
SSG
1332
Summit Securities Group
New York
$312K +$352K +1,700 New
BB
1333
Berkshire Bank
Massachusetts
$309K -$1.85M -8,921 -84%
FBB
1334
Fulton Breakefield Broenniman
Maryland
$308K -$20.7K -100 -6%
BA
1335
BCM Advisors
Louisiana
$308K -$1.66K -8 -0.5%
CI
1336
CX Institutional
Indiana
$307K -$53.3K -257 -13%
SPL
1337
Smart Portfolios LLC
Washington
$307K -$62.2K -300 -15%
ICA
1338
Infrastructure Capital Advisors
New York
$307K +$15.7K +76 +5%
ZB
1339
Zions Bancorporation
Utah
$306K -$15.1K -73 -4%
MCM
1340
Manchester Capital Management
Vermont
$306K -$2.49K -12 -0.7%
LP
1341
LGL Partners
Pennsylvania
$305K +$2.49K +12 +0.7%
VCM
1342
Violich Capital Management
California
$303K – – –
DP
1343
Dearborn Partners
Illinois
$302K +$1.45K +7 +0.4%
CWM
1344
Cornerstone Wealth Management
Missouri
$301K +$7.25K +35 +2%
AWA
1345
Arkadios Wealth Advisors
Georgia
$298K -$22.8K -110 -6%
CP
1346
Canopy Partners
Ohio
$298K -$46.6K -225 -12%
KWM
1347
KFG Wealth Management
Indiana
$294K +$57.2K +276 +21%
PCM
1348
Palisade Capital Management
New Jersey
$293K – – –
HKAM
1349
Horizon Kinetics Asset Management
New York
$293K +$8.29K +40 +3%
QCIG
1350
Quad-Cities Investment Group
Iowa
$292K +$18.4K +89 +6%
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